Strategic Financial Services
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Strategic Financial Services Employees
General Assembly September 2015 - Present
Sophilabs June 2014 - August 2014
Strategic Financial Services March 2014 - May 2014
Gelber Group LLC June 2013 - August 2013
Gather Education June 2012 - August 2012
Fellowship of Christian Athletes June 2011 - August 2011
Baggataway Lacrosse June 2010 - June 2010
Snow Removal Entrepreneurial Business November 2005 - March 2009
Skills
Social Media, PowerPoint, Marketing, Microsoft Excel, HTML, Strategic Planning, New Business Development, Marketing Strategy, Research, Business Development, Social Media Marketing
Education
Hamilton College 2010 — 2015
Bachelor of Arts (B.A.), Major: History, Minor: Economics
The Loomis Chaffee School
Wellesley High School 2005 — 2009
General Assembly
Mercy Medical Center September 2010 - Present
Strategic Financial Services September 2007 - September 2010
All Saints Healthcare September 1994 - August 2007
Skills
Healthcare, Healthcare Management, Process Improvement, Hospitals, Leadership, Customer Service, Management, Healthcare Information..., Event Planning, Project Management, Healthcare Safety, Contract Management
Education
Cardinal Stritch University
Associate's Degree, Business
CapitalSource November 2014 - Present
Constellation Brands June 2014 - September 2014
Travelers June 2013 - August 2013
Strategic Financial Services June 2012 - July 2012
Cape Cod Baseball League June 2011 - August 2011
The Hartford June 2010 - August 2010
Skills
Competitive Analysis, Business Development, Economics, Analysis, Valuation, Research, Sales, Financial Analysis, Underwriting, Financial Modeling, Finance, Investments, Market Research, Data Analysis, Corporate Finance
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
Hamilton College 2007 — 2011
BA, Economics, English (minor)
CFA Institute
Passed Level I Exam
IBM May 2014 - August 2014
Strategic Financial Services May 2013 - August 2013
Skills
SPSS, Marketing, Social Media, Industry Research, Simulation, Microsoft Access, Equity Research Analysis, Operations Management, Data Analysis, Written & Oral..., SQL, Minitab, Music Production
Education
University of Michigan 2011 — 2015
Bachelor of Science in Engineering, Industrial & Operations Engineering, Minor in Statistics
Strategic Financial Services September 2005 - Present
Fulcrum Global Partners 2004 - 2005
Merrill Lynch 1995 - 2004
Education
Cornell University 2009 — 2010
MBA
CFA Institute 2006 — 2008
CFA
Colgate University 1991 — 1995
BA
Hanba & Lazar, P.C. January 2014 - Present
Jason Allen Law Solutions June 2013 - November 2013
Trott & Trott, P.C. May 2012 - May 2013
Office of U.S. Trustee Patrick Layng September 2011 - November 2011
Legal Assistance Foundation of Metropolitan Chicago January 2011 - April 2011
Office of Chapter 13 Trustee Thomas W. McDonald, Jr. June 2009 - August 2009
Strategic Financial Services June 2004 - August 2004
Skills
Legal Research, Bankruptcy, Legal Writing, Westlaw, Courts, Microsoft Excel, Lexis, Legal Issues, Motions, Chapter 13 Bankruptcy, Civil Litigation, Trials, Chapter 11, Chapter 7, PACER, Debtors, Hearings, Mediation
Education
The John Marshall Law School 2009 — 2012
Juris Doctor
Kalamazoo College 2005 — 2009
B.A., Economics and Business
Universidad Antonio de Nebrija 2007 — 2007
Brother Rice High School 2001 — 2005
Strategic Financial Services 2012 - Present
Summit Technical Services January 2010 - 2012
Summit Technical Services September 2004 - December 2009
Summit Technical Services May 2002 - August 2004
Summit Technical Services February 1996 - April 2002
Summit Technical Services September 1993 - January 1996
New York Life Insurance Company September 1990 - August 1993
Stop & Shop May 1986 - 1990
Stop & Shop September 1977 - April 1986
Skills
Series 7, Series 66, Life Insurance, Retirement Planning, Money Management, Financial Services, Wealth Management..., 401k Rollovers, 403 b, CRM, New Business Development, Networking, Business Networking, Cold Calling, Recruiting, Sales, Internet Recruiting, Sourcing, Human Resources, Talent Acquisition, Account Management, Staff Augmentation, Building Relationships, Executive Search, Screening, Talent Management, Sales Process, Search, Sales Operations, Lead Generation, Strategic Sourcing, Recruiters, Employer Branding
Education
University of Massachusetts Dartmouth 1979 — 1985
Business
Fidelity Investments August 2014 - Present
The Veloz Group June 2013 - August 2013
Strategic Financial Services June 2012 - August 2012
Skills
International Business..., Marketing Strategy, International Business, Marketing, Research
Education
American College of Thessaloniki 2013 — 2014
Bachelor’s Degree, International Business/Finance
Boston College 2010 — 2014
Bachelor's degree in Management & Leadership / Finance
Work Life Financial January 2008 - Present
Strategic Financial Services January 2005 - January 2008
Equity Financial Mortgage October 2004 - January 2005
Education
University of Iowa 1994 — 2000
business/ optometry
Morningside College 1991 — 1994
businness law/marketing
Strategic Financial Services March 2012 - Present
Commonwealth Financial Network March 2009 - March 2012
AXA Advisors April 2005 - March 2009
Skills
Series 7, Series 63, Series 65
Education
State University of New York Institute of Technology at Utica/Rome 2005 — 2007
Bachelor's degree, Business Administration and Management, General
Herkimer County Community College 1998 — 2002
Associate's degree, Liberal Arts and Sciences/Liberal Studies
KPMG US February 2014 - Present
Strategic Financial Services October 2012 - January 2014
Deloitte Canada September 2011 - October 2012
Price Waterhouse Coopers June 2008 - September 2011
Ernst & Young, Toronto Canada June 2005 - November 2007
British American Tobacco June 2001 - June 2005
Deloitte & Touche February 1995 - May 2001
Skills
Financial Audits, US GAAP, IFRS, Sarbanes-Oxley Act, SEC Filings, Internal Audit, Enterprise Risk..., Financial Reporting, Internal Controls, Auditing, External Audit, Assurance, Team Leadership, Accounting, Consolidation, Strategic Financial..., Risk Management, Risk Assessment, Cash Flow, Financial Risk, Business Analysis, Managerial Finance, Analysis, Corporate Finance, Business Process, Financial Analysis, Financial Accounting, Financial Statements, Finance, CPA, Variance Analysis, Budgets, Business Strategy, GAAP, Process Improvement, COSO Framework, Corporate Governance, Strategy, Tax, Big 4, Management, Leadership, Consulting, Project Management, Business Process..., Due Diligence, Management Consulting
Education
The American Institute of Certified Public Accountants 2000 — 2001
CPA, Accounting and Finance
Colorado Board of Accountancy 1999 — 2000
CPA, Finance & Audit
New Mexico Public Accountancy Board 2007 — 2007
CPA, Accounting, Finance & Audit
Ain Shams University 1989 — 1993
B.comm, Finance & Accounting
Strategic Financial Services June 2014 - Present
Department of Economics Colgate University May 2013 - August 2013
Institute of Politics, Philosophy and Economics May 2012 - August 2012
Foundation Securities June 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Stata, Econometrics, Microsoft Word, Research, PowerPoint, Financial Analysis, Financial Modeling, Public Speaking, SAS, Investments, Equity Research, Equity Research Analysis, Corporate Finance, Financial Accounting, Valuation, Bloomberg, Capital Markets
Education
Colgate University 2010 — 2014
Bachelor of Arts (BA), Mathematical Economics and Applied Mathematics
Primary Residential Mortgage July 2014 - Present
Herbalife June 2010 - Present
Healthy Vibes Nutrition Club July 2012 - February 2014
Prescribed Care Rx January 2012 - September 2012
KinderCare October 2008 - April 2010
EAI Mortgage Group October 2006 - January 2008
Strategic Financial Services June 2003 - July 2005
Skills
Coaching, Customer Service, Public Speaking, Wellness Coaching, Wellness, Nutrition, Team Building, Event Planning
Education
Cape Cod Community College 1990 — 1991
Business Management
Plymouth North High School 1984 — 1989
Strategic Financial Services November 2007 - Present
The Bank of New York Mellon June 2005 - November 2007
Skills
Strategic Planning, Strategic Financial...
Education
SUNY Oswego 2003 — 2005
BS, Business Administration
Herkimer County Community College 2001 — 2003
AAS, Accounting
R4 Risk & Wealth Solutions November 2010 - Present
Strategic Financial Services March 2007 - November 2010
Hess, Egan, Hagerty & L'Hommedieu, a division of M&T Bank August 1999 - January 2007
Skills
Online Advertising, New Business Development, Microsoft Office
Education
Burlington County College 1997 — 1998
Ascent Wealth Partners, LLC September 2011 - Present
Strategic Financial Services July 2011 - September 2011
Strategic Financial Services January 2008 - July 2011
Skills
Options, Equities
Education
CFA Institute
CFA, Investment Management
State University of New York at Buffalo 2006 — 2008
M.A., Financial Economics
Nanyang Technological University 2002 — 2006
B.A, Materials Science and Engineering
Strategic Financial Services April 2004 - Present
Skills
Strategic Financial..., Leadership, Management, Strategic Planning, Marketing, Strategy, Nonprofits, Business Development, Retirement Plan Design, Client Relationship..., Public Speaking, 401(k)..., Human Resources, Organizational..., Community Outreach, Teamwork, Team Leadership, Community Theatre, Public Relations, Independent Thinking, Independent Financial..., Financial Advisory, Retirement, Retirement Plan..., Retirement Solutions, Retirement Services, Employee Benefits, Investment Advisory, 401k, 403 b, Profit Sharing, Safe Harbor, Pensions, Cash Balance, Civic Engagement, Employee Engagement, Solution-Oriented...
Education
SUNY Polytechnic Institute 2005 — 2008
Master of Business Administration (MBA), Marketing
SUNY Polytechnic Institute 2000 — 2003
Bachelor of Arts (B.A.), Psychology
Herkimer County Community College 1998 — 2000
Strategic Financial Services 2015 - Present
Strategic Financial Services 2014 - 2015
EVA Dimensions 2013 - 2014
Deutsche Bank 2008 - 2013
Deutsche Bank 2006 - 2008
Deutsche Bank 2004 - 2006
Deutsche Bank 2001 - 2003
Deutsche Bank June 2000 - August 2000
General Electric, Aircraft Engines Division July 1997 - August 1999
General Electric, Aircraft Engines Division 1995 - 1997
Education
Massachusetts Institute of Technology - Sloan School of Management 1999 — 2001
MBA, Finance
Massachusetts Institute of Technology 1997 — 1999
MS, Mechanical Engineering
Clarkson University 1991 — 1995
BS, Mechanical Engineering
Burnt Hills 1987 — 1991
CIBC June 2014 - Present
Gerstein Fisher June 2013 - August 2013
Strategic Financial Services June 2012 - August 2012
Upstate Cerebral Palsy June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, HTML, English, C
Education
Providence College 2010 — 2014
Bachelor of Arts (B.A.), Business Economics
Clinton Senior High School 2007 — 2010
Strategic Financial Services March 2008 - Present
First Niagara Bank April 2007 - March 2008
Stock Building Supply June 2006 - April 2007
Education
Utica College 2008 — 2010
MBA, Economic Crime and Fraud Management
Union College 2002 — 2006
BA, Managerial Economics
Mohawk High School 1998 — 2002
Strategic Financial Services September 2011 - Present
Skills
Asset Allocation, Investment Management, Investments, Asset Managment, Equities
Education
Fordham Gabelli School of Business 1996 — 1999
MBA, Finance
Kenyon College 1986 — 1991
BA, Political Science
Strategic Financial Services December 2006 - Present
ClearWater Settlements 2005 - 2006
Comerica Bank 1999 - 2005
Marcus & Millichap November 1998 - November 1999
Skills
Investments, Life Insurance, Insurance, Alternative Investments, Fixed Annuities, Strategic Financial..., Retirement Planning, Estate Planning, Due Diligence, Retirement, Disability Insurance, Finance, Long-term Care, Business Planning, Risk Management, Term Life Insurance, Financial Modeling, Financial Analysis, Financial Planning
Education
Brigham Young University 1993 — 1998
BS Finance with International Emphasis
Strategic Financial Services October 1988 - Present
Marine Midland Bank July 1984 - October 1988
Bank of New York Mellon July 1983 - July 1984
Education
Bucknell University 1978 — 1982
BA, Economics
UFA
UFA
WorkLife Financial January 2007 - Present
Strategic Financial Services May 2005 - December 2006
Education
University of Iowa 1997 — 2004
markething/optometry
Strategic Financial Services September 2011 - Present
Trinsum Group 2003 - 2008
JPMorgan Chase June 1969 - January 1999
Education
Hartwick College
BA, Economics
Long Island University, C.W. Post Campus
MBA, Finance
Town of Davie June 2015 - Present
The GEO Group, Inc. December 2014 - June 2015
Strategic Financial Services May 2013 - April 2015
Ann Stork Center June 2012 - May 2013
H&R Block January 1995 - April 2013
Jackson North Medical1 April 1995 - December 2011
Florida Medical Center October 1990 - April 1995
Skills
HRIS, Accounts Payable, Accounting, Payroll, Reconciliation, Auditing, SOX, Accounts Receivable, Compensation, PeopleSoft, Bookkeeping, Payroll Processing, Payroll Taxes, Accruals, Invoicing, Account Reconciliation, Deferred Compensation, Sarbanes-Oxley Act, US GAAP, Process Improvement, Financial Statements, Financial Reporting, Internal Controls, Management, Variance Analysis, Access, GAAP, Tax Preparation, Internal Audit, Cash Flow, General Ledger, Journal Entries, Budgets, Financial Accounting, Tax, Financial Analysis, Cost Accounting, ADP Payroll, Income Tax, Employee Benefits, Kronos, Human Resources, Sarbanes-Oxley, Time Management, Bank Reconciliation
Education
University of Phoenix 2007 — 2010
Bachelors of Science, Accounting
Blankenagel Inc. March 2009 - Present
Alpine rehabilitation September 2008 - December 2008
Myers Mortuary October 2007 - September 2008
Preferred family clinic April 2007 - August 2007
The Daily Herald August 2005 - April 2007
Strategic Financial Services November 2004 - July 2005
Maddox Ranch house November 2001 - August 2003
Skills
Social Networking, Administrative..., Photography, Teamwork, Budgets, Microsoft Excel, Microsoft Word, Event Planning, Customer Service, Leadership, Organization, Problem Solving
Education
Dixie State College 2003 — 2005
Kinesiology and Exercise Science
Ascent Wealth Partners, LLC September 2011 - Present
Strategic Financial Services December 2009 - September 2011
Skills
Financial Planning, Estate Planning, Investment Management, Asset Allocation, Equity Trading, Options Strategies, Fixed Income Strategies, Qualified Retirement..., Valuation, Strategic Financial..., Alternative Investments, Investments, Financial Analysis, Asset Management
Education
Syracuse University - Martin J. Whitman School of Management 1998 — 2002
Bachelor of Science (BS), Finance, Magna Cum Laude
Strategic Financial Services 2009 - 2011
Nab Construction May 1992 - May 2006
Skills
Microsoft Excel, Strategic Financial..., Budgets, Financial Accounting, Finance, Financial Analysis, Financial Reporting, Account Reconciliation, Auditing, Accounting
Education
St. John's University
State Street June 2014 - Present
Strategic Financial Services May 2013 - August 2013
TK O'Malley's April 2011 - August 2012
Skills
Financial Services
Education
Boston College 2012 — 2016
Bachelor of Science (BS), Finance
Rockland High School 2008 — 2012